David B. Armstrong, CFA®
President & Co-Founder
About us
On paper, we’re a wealth management firm. In reality, we’re equal parts creative collective, skilled advisors, and outspoken critics of the financial industry.
What we really
are is…
A team of razor-sharp, innovative, collaborative, and creative thinkers with seasoned financial expertise, a renegade spirit, and zero commitment issues.
What we
do is…
Provide opportunities for people to use what they have to get where they most want to go—and tap not just their potential for wealth, but their potential for living.
How we
do it …
For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Monument does not serve as an attorney, accountant, or insurance agent. Monument does not prepare legal documents or tax returns, nor does it sell insurance products.
Your Team at Monument
We believe in the name Monument because it signifies that what you build has value and is worth maintaining—and protecting. Together, we help you build something that lasts. Because anything worth building is worth doing not just well, but thoughtfully, sustainably, and in a way that matters to you.
Why this matters for you
At Monument, you get a complete team—a creative collective—which brings together the expertise needed to help give you not just unfiltered opinion, customized advice and support, but also a wealth of insight without the egos.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a commitment that he/she will experience a certain level of results or satisfaction if Monument Capital Management, LLC is engaged, or continues to be engaged, to provide investment advisory services.
Monument Mascots
If you want to meet the dogs when you come in for a visit, let us know in advance so they can join the team that day! (Well…some of them at least!)
Lyla
Director of Tennis Balls
Tyson
Director of Naps
Crosby
Director of Energy
Rory
Director of Mischief
Rosie
Assistant Director of Mischief
Jax
Director of Yard Entertainment
Ralph
Director of Barking
Milo
Director of Achievement
Blizzy
Director of Swimming
Banjo
Director of Music
Learn about the open positions on our team!